How do I move money to and from my Greenlight Invest account?

Ready to start investing? First, you’ll need to move money into the account’s Cash to Invest balance. This is the money set aside and ready to be used when placing trades!

To move money into the “Cash to Invest” 

  1. Tap on the “Invest” tab at the bottom of your screen
  2. Tap on the Invest account for the user you’d like to add money to the “Cash to Invest” account for
  3. Tap “Cash to Invest” 
  4. Tap “Move $ In
  5. Select the amount of money you'd like to move in and where you'd like to move money from
  6. Tap “Move Money” and you’re all set!


To move money out of “Cash to Invest” and into another category

  1. Tap on the “Invest” tab at the bottom of your screen
  2. Tap on the Invest account for the user you’d like to remove money from the “Cash to Invest” account for
  3. Tap “Cash to Invest” 
  4. Tap “Move $ Out
  5. Select the destination that you would like to move money to, and select the amount you'd like to move

Tap “Move Money” and you’re all set!



 

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